Donald L. Hagan, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-changing world of finance, it is crucial for investors to stay updated on the latest trends and shifts in the market. One way to do this is by analyzing the quarterly 13F filings of various funds. These filings provide a snapshot of a fund's holdings, allowing investors to see what stocks they are buying or selling.

Donald L. Hagan, LLC, a prominent investment firm, recently released its Q2 2023 and Q3 2023 13F holdings comparison. This comparison showcases the changes in the fund's holdings over the course of these two quarters. Let's dive into the data and explore the notable changes in holdings.

STRATEGY SHS (SSUS) - 3.3% decrease

One of the notable changes in Donald L. Hagan, LLC's holdings is the 3.3% decrease in their holdings of STRATEGY SHS (SSUS). While the value of these holdings decreased slightly, it is important to remember that fluctuations in the market are common, and investors need to adapt accordingly.

UNITED PARCEL SERVICE INC (UPS) - 13.1% decrease

Another significant change in holdings is the 13.1% decrease in Donald L. Hagan, LLC's holdings of UNITED PARCEL SERVICE INC (UPS). This reduction in holdings indicates a change in the fund's overall strategy or outlook for the company.

SPDR SER TR (SPLG) - 2.3% decrease

The fund also decreased its holdings in SPDR SER TR (SPLG) by 2.3%. While this might seem like a small decrease, it is indicative of the fund's decision to adjust its investment strategy in the current market conditions.

SELECT SECTOR SPDR TR (XLK) - 19.6% decrease

SELECT SECTOR SPDR TR (XLK) saw a significant decrease of 19.6% in Donald L. Hagan, LLC's holdings. This could be attributed to various factors, such as changes in the fund's sector preferences or a shift in market dynamics.

ALPHABET INC (GOOGL) - 8.5% increase

On the other hand, the fund increased its holdings in ALPHABET INC (GOOGL) by 8.5%. This indicates a bullish sentiment towards the company and showcases the fund's confidence in its growth prospects.

Overall, the Q2 2023 vs. Q3 2023 13F holdings comparison provides a glimpse into the changes Donald L. Hagan, LLC made in its portfolio over the course of these two quarters. While some holdings decreased, others increased, demonstrating the fund's ability to adapt and make strategic decisions in response to the ever-changing market conditions.

It is essential for investors to keep an eye on these 13F filings and analyze the changes in fund holdings. This information can help them make informed decisions about their own investment portfolios. However, it is important to note that these filings only provide a snapshot of a fund's holdings at a specific point in time and should not be the sole basis for investment decisions.

As always, it is recommended to consult with a financial advisor or conduct thorough research before making any investment decisions. The world of finance can be complex and volatile, and such decisions should be made with caution and careful consideration.

In conclusion, the Q2 2023 vs. Q3 2023 13F holdings comparison of Donald L. Hagan, LLC provides valuable insights into the changes in the fund's portfolio. By staying informed about these developments, investors can better navigate the ever-changing market landscape and make more informed investment decisions.